Cetera Investment Advisers’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $920K | Sell |
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2025
Q1 | $928K | Buy |
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2024
Q4 | $963K | Buy |
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2024
Q3 | $887K | Buy |
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2024
Q2 | $781K | Sell |
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2024
Q1 | $853K | Buy |
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2023
Q4 | $320K | Hold |
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2023
Q3 | $285K | Hold |
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2023
Q2 | $298K | Buy |
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2023
Q1 | $269K | Hold |
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2022
Q4 | $253K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $252K | Hold |
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2022
Q1 | $304K | Hold |
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2021
Q4 | $314K | Hold |
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2021
Q3 | $283K | Sell |
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2021
Q2 | $306K | Hold |
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2021
Q1 | $281K | Hold |
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2020
Q4 | $260K | Buy |
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